Your Financial Future
Today’s economic environment presents many challenges
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. With challenges comes opportunities and potential rewards for those who can identify long-term trends.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by Carol Dixon through her affiliation with HD Vest
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A look inside the U.S. government's statistics on household net worth.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?
Smart investors take the time to separate emotion from fact.